Who can use this capability
You must be a licensed user to create a new sheet or other Smartsheet item. Only the owner of an item can rename it.
Create or rename a sheet or other Smartsheet item
In Smartsheet, most solutions start with a sheet: it's the primary place to store information.
You can configure a sheet to track a wide variety of workflows—from tasks and project deadlines to punch lists, inventories, or customer information.
You don't always need to start from scratch. To create a new sheet by importing an existing spreadsheet or project that you started in another program, see Importing Files to Create New Sheets. Or, to start with a template, see Templates: Create Your Own or Use One from the Solution Center.
Create a new item
- On the left Navigation Bar, select the Template Gallery icon Create new.
- Select Create new and select the Smartsheet item you want to create.
In the Solution Center panel, you can also search for a template using the search field and categories
- Enter a name for the item, and select OK.
The item name can contain up to 50 characters.
The screen refreshes to display your new item and now it's ready for you to start working. The sheets and other items you create are visible only to you unless you share them with others. Learn more about sharing Sheets, Reports, and Dashboards.
- From Browse in the left panel, right-click the name of the item and click Rename.
- Type the new name for the item and click OK.
You must own an item to rename it.
|Smartsheet item name||Overview|
|Grid||Has no predefined columns—it's a clean slate. Use this when you want to start from scratch|
|Project||Includes common columns needed to create a project and enable Gantt chart functionality.|
|Card||Provides what you need to start a card-based Kanban-style project.|
|Task List||Includes several predefined columns, including Task Name, Due Date, Assigned To, Done, and Comments.|
|Forms||Creates a basic three-column sheet with a form attached to it. Use this when you know you'll want to collect information from others with a form.|
|Reports||Work with real-time data from across multiple sheets in a single view.|
|Dashboards||Allows you to create a visual summary of sheet data or an information hub.|